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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: - who wrote (60758)	6/5/1999 6:08:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I don't believe in their risk model strongly enough to blindly hold their stock; I do believe their are many other (even internet) stocks with better risk/reward, and I trade AMZN both long and short. But, I would argue for the viability of their business just based on 1) my own heavy use of the web site -- having done a lot of business with them, 2) their ability to quickly expand beyond books and music into auctions, toys, and other markets. Looking at their financials, they don't bother me a bit! It certainly is a gutsy, bold business strategy they're pursuing on a huge scale and you have to respect that. Steve, You have made one of the better arguments in some time. I can't even disagree<G> Studied accounting? Yes, I'm an engineer with an MBA and have started and built a total of seven substantial businesses OT a little. Our backgrounds are similar. I have to check your businesses out of interest when I get a moment.

To: - who wrote (60758)	6/6/1999 12:18:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>>Studied accounting? Yes, I'm an engineer with an MBA and have started and built a total of seven substantial businesses (current one www.svnl.com). << Steve, it appears that we have a lot in common. What's your engineering degree in??, I'm mechanical. I also have an MBA, but never took an accounting class. Too tough for me, that's why I've always had to hire those CPA's. Speaking about CPA's, I guess accounting has changed a lot since gap is out, and ebita is in. The consulting work you did for Amzn must have been interesting. What do you think of their Oracle applications?? I've been buying Orcl, the last month. www.svnl.com?? I'll visit it. Please feel to visit mine www.flexenroll.com. Regards James Ps Do you live in Palo Alto? I used to love that place. Do you know that KIS lives there also?<g>